VFA
OKSB

Virtus Fund Advisers’s Southwest Bancorp Inc/OK OKSB Stock Holding History

Virtus Fund Advisers’s Portfolio OKSB Stock Details OKSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-1,688
Closed -$29K – 2803
2014
Q2 		$29K Buy
+1,688
New +$28.8K ﹤0.01% 2236

Other funds holding OKSB

ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Virtus Fund Advisers's OKSB Position: Q3 2014 in Review

Virtus Fund Advisers sold out of Southwest Bancorp Inc/OK (OKSB) in Q3 2014, closing a stake of 1,688 shares — an estimated $29K sold.

Virtus Fund Advisers first reported a position in OKSB in Q2 2014 and held it in 1 quarter. The position peaked at $29K in Q2 2014. 86 funds tracked by Wall St. Rank hold OKSB as of Q3 2014.

  • Virtus Fund Advisers reported no remaining Southwest Bancorp Inc/OK position as of Q3 2014 after selling out during the quarter.
  • Virtus Fund Advisers sold 1,688 Southwest Bancorp Inc/OK shares in Q3 2014, an estimated $29K.
  • Virtus Fund Advisers first reported a position in Southwest Bancorp Inc/OK in Q2 2014 and held it in 1 quarter.
  • Virtus Fund Advisers's Southwest Bancorp Inc/OK position peaked at $29K in Q2 2014.
  • 86 funds tracked by Wall St. Rank held Southwest Bancorp Inc/OK as of Q3 2014.

Based on Virtus Fund Advisers's 13F filing for Q3 2014, filed 31 Oct 2014.